Signature Wealth Management Partners

Signature Wealth Management Partners as of June 30, 2026

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 121 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 10.4 $22M 99k 227.06
Apple (AAPL) 7.3 $16M 54k 289.36
Ishares Tr U.s. Tech Etf (IYW) 7.2 $16M 62k 252.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 6.5 $14M 245k 56.48
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 6.3 $14M 267k 50.49
Ishares Tr S&p 500 Grwt Etf (IVW) 5.5 $12M 86k 137.53
Ametek (AME) 3.8 $8.2M 34k 241.94
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.4 $5.2M 7.0k 746.81
Amazon (AMZN) 2.4 $5.2M 22k 238.34
Alphabet Cap Stk Cl A (GOOGL) 2.3 $4.9M 14k 357.36
Microsoft Corporation (MSFT) 2.1 $4.6M 12k 373.02
JPMorgan Chase & Co. (JPM) 2.1 $4.4M 14k 327.32
NVIDIA Corporation (NVDA) 1.7 $3.6M 18k 200.10
Meta Platforms Cl A (META) 1.6 $3.4M 6.0k 563.35
Johnson & Johnson (JNJ) 1.5 $3.1M 12k 253.97
Bank of New York Mellon Corporation (BNY) 1.4 $3.1M 21k 144.61
Crowdstrike Hldgs Cl A (CRWD) 1.2 $2.6M 3.4k 763.14
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.6M 3.5k 748.90
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.3M 6.4k 353.33
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $1.9M 28k 68.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.8M 3.5k 500.39
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $1.7M 8.8k 190.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.7M 10k 164.26
Raytheon Technologies Corp (RTX) 0.8 $1.7M 8.8k 189.73
Goldman Sachs (GS) 0.7 $1.6M 1.5k 1011.43
Philip Morris International (PM) 0.7 $1.6M 8.6k 180.91
Nextera Energy (NEE) 0.7 $1.5M 17k 87.77
Public Service Enterprise (PEG) 0.7 $1.5M 19k 81.16
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.7 $1.5M 29k 52.34
Dover Corporation (DOV) 0.7 $1.5M 6.6k 224.28
Ishares Tr Ishares Biotech (IBB) 0.7 $1.4M 7.6k 190.19
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.6 $1.3M 25k 53.11
Newmont Mining Corporation (NEM) 0.6 $1.2M 13k 93.40
Deere & Company (DE) 0.6 $1.2M 2.0k 634.37
Spdr Series Trust St Nuve High Etf (HYMB) 0.6 $1.2M 49k 25.44
Eli Lilly & Co. (LLY) 0.6 $1.2M 1.0k 1198.92
Micron Technology (MU) 0.6 $1.2M 1.0k 1154.29
International Business Machines (IBM) 0.5 $1.1M 4.1k 281.23
Broadcom (AVGO) 0.5 $1.0M 2.8k 377.79
Palo Alto Networks (PANW) 0.5 $1.0M 3.0k 341.02
At&t (T) 0.5 $1.0M 48k 20.70
Altria (MO) 0.5 $982k 14k 71.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $971k 7.8k 124.17
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $934k 5.2k 178.60
Merck & Co (MRK) 0.4 $923k 7.2k 128.49
Loews Corporation (L) 0.4 $903k 8.0k 113.21
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) 0.4 $884k 27k 32.93
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.4 $876k 16k 53.61
Ge Aerospace Com New (GE) 0.4 $867k 2.3k 373.65
Ge Vernova (GEV) 0.4 $861k 733.00 1175.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $855k 1.2k 736.42
Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $851k 9.3k 91.57
Entergy Corporation (ETR) 0.4 $819k 7.1k 114.86
Martin Marietta Materials (MLM) 0.4 $805k 1.4k 576.70
Freeport Mcmoran CL B (FCX) 0.4 $761k 12k 62.89
Tesla Motors (TSLA) 0.4 $758k 1.8k 420.60
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $740k 6.3k 117.50
General Motors Company (GM) 0.3 $724k 9.4k 77.08
American Express Company (AXP) 0.3 $686k 2.0k 338.25
Tg Therapeutics (TGTX) 0.3 $647k 12k 54.94
Spdr Gold Tr Gold Shs (GLD) 0.3 $641k 1.7k 368.38
Enbridge (ENB) 0.3 $626k 12k 54.21
Mondelez Intl Cl A (MDLZ) 0.3 $623k 11k 57.84
Coreweave Com Cl A (CRWV) 0.3 $618k 6.2k 99.54
Chevron Corporation (CVX) 0.3 $615k 3.7k 165.78
Palantir Technologies Cl A (PLTR) 0.3 $594k 5.1k 116.67
Pepsi (PEP) 0.3 $590k 4.4k 135.40
Oracle Corporation (ORCL) 0.3 $567k 3.9k 146.56
Advanced Micro Devices (AMD) 0.3 $562k 967.00 580.91
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $550k 7.1k 77.25
Boeing Company (BA) 0.3 $545k 2.5k 216.47
Norwegian Cruise Line Hldgs SHS (NCLH) 0.3 $539k 26k 21.11
Vanguard World Inf Tech Etf (VGT) 0.2 $533k 4.5k 119.52
Blackrock (BLK) 0.2 $524k 545.00 961.56
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.2 $521k 4.4k 117.28
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $494k 1.9k 264.72
Intel Corporation (INTC) 0.2 $438k 3.1k 139.64
Thermo Fisher Scientific (TMO) 0.2 $427k 851.00 501.65
Pimco Etf Tr Commodity Strat (CMDT) 0.2 $409k 13k 30.67
Netflix (NFLX) 0.2 $405k 5.7k 71.40
Barrick Mng Corp Com Shs (B) 0.2 $404k 11k 36.73
GSK Sponsored Adr (GSK) 0.2 $393k 7.5k 52.42
Uber Technologies (UBER) 0.2 $380k 5.3k 72.16
Sempra Energy (SRE) 0.2 $373k 4.0k 92.71
Citigroup Com New (C) 0.2 $358k 2.6k 139.96
salesforce (CRM) 0.2 $325k 2.1k 156.67
Shell Spon Ads (SHEL) 0.2 $323k 4.2k 77.54
Vanguard World Consum Stp Etf (VDC) 0.2 $323k 1.4k 225.49
Proshares Tr S&p 500 High Etf (ISPY) 0.1 $320k 6.6k 48.19
Navitas Semiconductor Corp-a (NVTS) 0.1 $317k 18k 17.92
Servicenow (NOW) 0.1 $315k 3.2k 99.28
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $312k 1.3k 236.62
Unitil Corporation (UTL) 0.1 $310k 5.9k 52.69
Verizon Communications (VZ) 0.1 $307k 7.3k 42.34
Intercontinental Exchange (ICE) 0.1 $306k 2.5k 123.11
Phillips 66 (PSX) 0.1 $298k 1.8k 169.05
Rigetti Computing Common Stock (RGTI) 0.1 $293k 15k 19.32
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $289k 2.4k 118.97
Sandisk Corp (SNDK) 0.1 $266k 117.00 2273.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $260k 378.00 687.06
Bloom Energy Corp Com Cl A (BE) 0.1 $256k 844.00 302.70
ConocoPhillips (COP) 0.1 $255k 2.5k 103.96
Carrier Global Corporation (CARR) 0.1 $253k 3.5k 73.35
Travelers Companies (TRV) 0.1 $248k 750.00 330.12
Nxp Semiconductors N V (NXPI) 0.1 $239k 850.00 281.03
Blackstone Group Inc Com Cl A (BX) 0.1 $236k 2.0k 117.67
Ishares Tr Rus 1000 Etf (IWB) 0.1 $233k 570.00 409.50
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $232k 4.6k 50.66
Crispr Therapeutics Namen Akt (CRSP) 0.1 $232k 4.3k 54.54
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $230k 482.00 477.57
McDonald's Corporation (MCD) 0.1 $230k 849.00 270.31
Oklo Com Cl A (OKLO) 0.1 $226k 4.3k 52.33
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $222k 3.6k 61.46
Western Digital (WDC) 0.1 $217k 340.00 638.72
Wal-Mart Stores (WMT) 0.1 $217k 1.9k 113.28
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $212k 2.8k 75.88
Otis Worldwide Corp (OTIS) 0.1 $208k 2.9k 71.60
Home Depot (HD) 0.1 $203k 575.00 352.87
Flaherty & Crumrine Pref. Income (PFD) 0.1 $167k 14k 11.63
Golub Capital BDC (GBDC) 0.1 $149k 12k 12.88
Coty Com Cl A (COTY) 0.0 $28k 13k 2.16